All Ords 7223 down 7 pts or 0.1%Another downer; this time it was A4N that did the most damage despite a positive announcement. And lots of announcements to cover.Portfolio transactionsThis afternoon the Superfund added a little to its A4N position at 75.5¢ thus reducing its cash position by 1.4%. I believe the shares are great … Read more
All Ords 7483 up 100 pts or 1.4%Today I focus on the ADN valuation, comment on ID8 and highlight a couple of interesting breakouts.Portfolio performancesThe Superfund portfolio rose 3.7%, taking the loss for the week to 0.6% and the return for the financial YTD to minus 12.3%. Movements today were as follows:A 10.6% rise in … Read more
All Ords 7358 down 23 pts or 0.3%Pretty ordinary day.Superfund portfolio performanceThe portfolio lost 0.7% as follows:A 4.3% fall in SciDev (SDV, 33.5¢ down 1.5¢, $64m, daily, 4hrly) took 0.7%.A 2.0% rise in Animoca on Primary Markets ($2.55 up 5¢, $4.7b) added 0.2%.A 0.7% fall in Audio Pixels (AKP, $16.98 down 12¢, $487m, daily, hrly) … Read more